See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,068 | $89,355+177.6% | $141,162+75.7% | $72,985+239.9% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.5%+9.1pp | 69.5%+22.0pp |
| Annual return | 26.52% | 111.85%-85.3pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $6,220 | $3,114+99.7% | $4,735+31.4% | $2,440+154.9% |
| Participant deferral / active EE | $7,066 | $5,418+30.4% | $6,709+5.3% | $3,607+95.9% |
| Admin fee / account holder | $10,525 | $5,958+76.6% | $10,261+2.6% | $5,124+105.4% |